Top 1024 Registered client service Jobs in Denver, Co

Registered Client Service Associate
Morgan Stanley —Denver, CO
- $34,653 - $85,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Writing skills
- Health savings account
- Paid holidays
Registered Dietitian
Innovative Renal Care —Westminster, CO
- $65,000 - $85,000 a year
- Full-time
- Background check
- Pass drug screening
- Mid-level
- Health insurance
- Paid time off
Quick Apply
9d
Travel Telemetry RN
Fusion Medical Staffing —Denver, CO
- $1,557 - $1,656 a week
- Full-time
- Nursing
- RN License
- Computer literacy
- Disability insurance
- Health insurance
5d
Travel Telemetry RN
Fusion Medical Staffing —Denver, CO
- $1,700 - $1,808 a week
- Full-time
- Nursing
- RN License
- Computer literacy
- Disability insurance
- Health insurance
Travel Telemetry RN
Fusion Medical Staffing —Lone Tree, CO
- $1,557 - $1,656 a week
- Full-time
- Nursing
- RN License
- Computer literacy
- Disability insurance
- Health insurance
5d
Registered Nurse Case Manager
OPTIMAL HOSPICE CARE —Thornton, CO
- $92,000 - $98,000 a year
- Monday to Friday
- CPR Certification
- Nursing
- RN License
- Mileage reimbursement
- Health insurance
Quick Apply
11d
Registered Veterinary Technician
Special Friends Veterinary Clinic & Grooming —Aurora, CO
- $25 - $29 an hour
- Full-time
- Management
- Patient monitoring
- Mid-level
- Disability insurance
- Health insurance
Quick Apply
Registered Nurse - Sage Ridge
AllHealth Network —Watkins, CO
- $40 - $46 an hour
- Full-time
- CPR Certification
- Nursing
- RN License
- AD&D insurance
- Paid holidays
Quick Apply
Registered Nurse (RN) - Integrated Medical and Psychiatric Care Unit (IMAP) - Nights
Denver Health —Denver, CO
- $36.00 - $57.77 an hour
- Full-time
- Acute care
- Nursing
- Psychiatry
- Paid parental leave
- Paid holidays
Registered Behavior Technician
Ascend Behavior Partners —Aurora, CO
- $21 - $27 an hour
- Part-time
- Background check
- Spanish
- English
- Paid holidays
- Health insurance
Quick Apply
SEEKING skilled BCBA's for community-based work with adults and children
Behavior Services of the Rockies —Colorado
- $68,000 - $75,000 a year
- Multiple hires
- Background check
- Applied behavior analysis
- Microsoft Excel
- Continuing education credits
- Health savings account
Quick Apply
Registered Veterinary Technician
Mountain Vet to Pet —Evergreen, CO
- $24 - $27 an hour
- Full-time
- Background check
- Blood sampling
- Patient monitoring
- Health savings account
- Disability insurance
Travel Telemetry RN
Fusion Medical Staffing —Denver, CO
- $1,320 - $1,404 a week
- Full-time
- Nursing
- RN License
- Computer literacy
- Disability insurance
- Health insurance
5d
Board Certified Behavior Analyst
Cardinal Pediatric Therapies —Westminster, CO
- $80,000 - $94,000 a year
- Full-time
- Background check
- CPR Certification
- BLS Certification
- Continuing education credits
- Paid holidays
Quick Apply
14h
Travel PCU Stepdown RN
Fusion Medical Staffing —Englewood, CO
- $1,990 - $2,117 a week
- Travel nursing
- Acute care
- RN License
- Computer literacy
- Disability insurance
- Health insurance
5d
Senior Tax Advisor for High Net Worth Individuals
Ashton Thomas Private Wealth —Denver, CO
- $130,000 - $180,000 a year
- Full-time
- Background check
- 7 years
- 6 years
- Health insurance
- Dental insurance
Quick Apply
Travel PCU Stepdown RN
Fusion Medical Staffing —Englewood, CO
- $1,557 - $1,656 a week
- Travel nursing
- Acute care
- RN License
- Computer literacy
- Disability insurance
- Health insurance
5d
Registered Behavior Technician (RBT) - Early Childhood
Play to Learn Therapies LLC —Denver, CO
- $20 - $27 an hour
- Full-time
- Background check
- Spanish
- Childcare
- Health savings account
- Paid holidays
Quick Apply
Child Care Specialist
Soar Autism Center —Aurora, CO
- $21.50 - $28.50 an hour
- Full-time
- Childcare
- Computer literacy
- High school diploma or GED
- Paid training
- Paid holidays
Quick Apply
Behavioral Health Program Manager - High Fidelity Wraparound
Mile High Behavioral Healthcare —Aurora, CO
- $70,000 - $85,000 a year
- Weekends as needed
- Background check
- Management
- Addiction Medicine
- 403(b) matching
- Health insurance
Quick Apply

I want to receive the latest job alert for registered client service in denver, co

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Registered Client Service Associate

Morgan Stanley -
Denver, CO

Apply Now

Job Details

Full-time
$34,653 - $85,000 a year

Benefits

Health savings account
Paid holidays
Disability insurance
Health insurance
Dental insurance
401(k)
Paid time off
Parental leave
Vision insurance
Life insurance

Qualifications

Website maintenance
Investment advisory support
Website management
Financial services customer support
Microsoft Excel
Customer relationship building
Microsoft Outlook
Business travel arrangements
Account maintenance
Writing skills
Zoom
Bank transfers
Filing
Money transfers
Client file management
Team scheduling
Scanning
Series 66
High school diploma or GED
Managing clients in a customer support role
Series 7
Digitization
Documentation tools
Expense reports
Managing clients in a finance role
Task prioritization
Bonds
Client services
Investment account customer support
Equities

Full Job Description

POSITION SUMMARY:

Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs) on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to assist clients with their everyday needs.

DUTIES and RESPONSIBILITIES:

CLIENT SUPPORT

Provide service coverage for an FA including:

Supporting the FA in cultivating and enhancing new and existing client relationships
Executing money movement transactions at the request of the client and/or FA
Answering general non-investment related questions concerning client accounts, including relaying stock positions, and providing account balances (e.g., funds due and margin debit)
Enter profile information or pre-fill account documentation on client accounts and/or documents in aa clerical capacity at the direction of the client and/or FA
Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization)
Onboard and maintain client accounts, including collecting client information and required documentation in a clerical capacity at the direction of the client and/or FA/PWA/team
Provide existing clients with details around their account information (e.g., investment objectives, risk tolerance)
Accept or enter unsolicited orders and/or enter solicited orders in a clerical capacity at the direction of the FA
Supporting the FA's marketing strategy (e.g., website maintenance)
Assist FAs in delivering against their business plan and client service model
Remaining current on all policies, procedures, and new platforms
Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management

ADMINISTRATIVE SUPPORT

Answering inbound phone calls or making outbound calls with updates on service requests (e.g., scheduling follow-up calls with FAs teams as needed)
Managing the calendar including coordinating meetings or events with logistics such as material prep (e.g., maintaining agendas, sending calendar invites with Zoom credentials)
Maintaining travel itineraries, preparing expense reports and managing the reimbursement process
Assisting with general in-office support functions such as copying, filing and scanning documentation
Preparing and submitting expense reports for processing at the direction of the FA/PWA

EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:

Education and/or Experience

High School Diploma/Equivalency
College degree preferred
Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
Two or more years of industry experience preferred

Knowledge/Skills

Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts
Detail orientated with superior organizational skills and ability to prioritize
Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint)
Exceptional writing, interpersonal and client service skills
Strong time management skills
Team player with the ability to collaborate with others
Ability to work in a fast-paced, evolving environment
Adaptable and ability to multitask
Goal oriented, self-motivated and results driven

Reports To:

Business Service Officer

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work.

To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.

Salary range for the position: $34,653.00 - $85,000.00 Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit’s incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 10 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings. The application window is expected to close 4/20/2026, but may be extended depending on whether a candidate has been selected.

Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.

It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Apply Now

Refine Your Search

registered client service jobs in denver, co

Registered Client Service Associate

Registered Dietitian

Travel Telemetry RN

Travel Telemetry RN

Travel Telemetry RN

Registered Nurse Case Manager

Registered Veterinary Technician

Registered Nurse - Sage Ridge

Registered Nurse (RN) - Integrated Medical and Psychiatric Care Unit (IMAP) - Nights

Registered Behavior Technician

SEEKING skilled BCBA's for community-based work with adults and children

Registered Veterinary Technician

Travel Telemetry RN

Board Certified Behavior Analyst

Travel PCU Stepdown RN

Senior Tax Advisor for High Net Worth Individuals

Travel PCU Stepdown RN

Registered Behavior Technician (RBT) - Early Childhood

Child Care Specialist

Behavioral Health Program Manager - High Fidelity Wraparound

I want to receive the latest job alert for registered client service in denver, co

Related Searches

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected